What are the responsibilities and job description for the Senior Private Client Associate position at East West Bank?
Introduction
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.
Responsibilities
Compensation
The base pay range for this position is USD $33.00/Hr. - USD $45.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates’ potential for career advancement.
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.
Overview
The Senior Private Client Associate plays a critical role in supporting senior Private Bankers (PBs) and Relationship Managers (RMs) in delivering exceptional banking services to high-net-worth (HNW) clients. This position requires a high level of professionalism, attention to detail, and the ability to manage complex client needs with discretion and efficiency.
Responsibilities
- Partner closely with senior PBs and RMs to provide personalized, white-glove service to HNW clients, identifying and fulfilling their financial needs.
- Support RMs throughout the client onboarding process, including participating in KYC meetings and assisting with documentation and procedural requirements.
- Initiate account openings and assist RMs with fund transfers and related transactions.
- Handle daily administrative tasks such as preparing client documentation, compiling reports, and scanning records.
- Oversee post-account opening operations to ensure compliance and mitigate audit risks.
- Collaborate with internal banking specialists (GTP, FX, BSA officers) and centralized service teams to deliver seamless, integrated client service.
- Engage directly with RMs and clients to execute transactions and perform account maintenance.
- Resolve client and internal issues with strong communication and problem-solving skills across business units.
- Enhance client satisfaction by proactively engaging with RMs and clients, ensuring timely and effective issue resolution.
- Assist RMs in presenting and delivering East West Bank’s full suite of products and services.
- Mentor and guide other Private Client Associates, performing secondary reviews and quality control as needed.
- May perform other duties as assigned
- 3–5 years of customer service experience, preferably in a financial services or banking environment.
- Bachelor’s degree or equivalent experience preferred.
- Ability to work independently with minimal supervision in a fast-paced, high-pressure environment.
- Strong organizational skills with the ability to manage multiple tasks and ensure timely completion.
- Excellent verbal, written, and interpersonal communication skills.
- Proven ability to deliver outstanding customer service and build strong relationships with clients and colleagues.
- Effective time management and decision-making abilities.
- Proficiency in Microsoft Office applications (Excel, PowerPoint, Word).
- Professional working proficiency in Mandarin and/or Cantonese is a plus.
Compensation
The base pay range for this position is USD $33.00/Hr. - USD $45.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.
Salary : $33 - $45